FAQ’s

It’s incredibly important to create a backup of all your data, and you should really be backing up on a weekly basis to be on the safe side in case of a catastrophe – be it a digital one or one in the physical world! By backing up, you are essentially duplicating a copy of…

TimeSolv rolled out a major update over the weekend that introduces Task management to the software and our Tip of the Week tackles this new feature. TimeSolv’s new Tasks feature serves as a to-do list, helping you manage and assign tasks in your business for greater organization and productivity. To access our new Tasks feature,…

Task Codes (also known as Activity Codes) are predefined work descriptions that are associated with time entries and may optionally specify a rate for the work being described. A Task Code, by default, has no rate associated with it. However, TimeSolv does support hourly and task based Task Code rates with the goal of providing…

Goals provide you with a direction and a destination, while systematically focussing your attention on the achievable. Setting personal goals and experiencing those achievements can be very motivating, and these accomplishments ultimately fuel your desire to continue to aim higher and meet those targets. With that in mind, our Tip of the Week looks at…

It is often confused that the terms ‘invoice’ and ‘statement’ are interchangeable, when in fact they each carry different purposes. To make use of invoices and statements correctly, you need to understand the purpose each serves, so let’s consider what the differences are between them. An invoice is used when you wish to collect payment…

It can be easy to forget to log out of an app when you are busy with several other tasks, and you do not want to compromise the security of any sensitive information by letting anyone access your account without your permission or knowledge. By default, you will be logged out of TimeSolv if you…

The fact is, you aren’t getting paid to produce invoices, and on the flip side you want to get paid faster when you do send those invoices. That’s where emailing the invoices comes into play. But what about those times when your main contact requests that invoices also be sent to another email addresses besides…

Do you need to allocate credit to an outstanding receivable balance for a client? With TimeSolv, you can easily issue a credit memo to your clients in these simple steps below: Under the Payments>Payment tab, specify the appropriate Client-Matter you wish to issue a credit memo for. Under the Credit Type field, select the Credit…

Last week we showed you here how to void any sent invoice back to draft. Once you have voided an invoice back to draft, it will automatically be assigned a new invoice number when you re-send it. Here’s a way for you to reuse that voided invoice number for the corrected invoice: Go under the…

Did you know that you can void any sent invoice back to draft with TimeSolv, no matter how old it is? We’ve all run across that customer who disputes a very old invoice or never got around to telling you abou a correction that needed to be made. Our void to draft feature for sent…

While most people who use TimeSolv love the calendar view when on the Time Entry screen because of the ease of seeing how much time has been entered for each day, week and month, there are also many who want to see a list of all their entries with details or quickly find entries for…

Can you raise your right hand and swear that you have a budget for every matter you work on? Do you know within reason exactly how much time or fees it will take to satisfy your client? Or, what if you’ve negotiated a certain cap with a client so the invoice will never go over…